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Portfolio (Quarterly) Guide ↗

GATEWAY INVESTMENT ADVISERS LLC

· CIK 0001114618
13F Portfolio $9.0B AUM 684 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New 267 Added 247 Reduced 46 Exited
Page 10 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OMC OMNICOM GROUP INC Communication Services 9,682.0 $729K 0.01% -20K -67.6% $75.31 -2.0%
182 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,479.0 $721K 0.01% -2K -38.7% $290.70 -12.6%
183 CBRE CBRE GROUP INC Real Estate 4,953.0 $671K 0.01% -1K -18.7% $135.46 -3.3%
184 VRSK VERISK ANALYTICS INC Industrials 3,514.0 $667K 0.01% -384.0 -9.8% $189.75 -10.1%
185 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,605.0 $658K 0.01% -6K -58.5% $142.85 -7.8%
186 ASML ASML HLDG NV Technology 474.0 $626K 0.01% -149.0 -23.9% $1320.83 +20.5%
187 ZION ZIONS BANCORPORATION NATL AS Financial Services 10,774.0 $621K 0.01% -97K -90.0% $57.62 +7.1%
188 KEY KEYCORP Financial Services 30,323.0 $608K 0.01% -466K -93.9% $20.05 +7.2%
189 LPLA LPL FINL HLDGS INC Financial Services 2,020.0 $608K 0.01% -1K -42.5% $300.83 -4.3%
190 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,108.0 $601K 0.01% -16K -72.4% $98.42 -4.1%
191 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 13,630.0 $587K 0.01% -15K -51.9% $43.06 -0.7%
192 QQQ INVESCO QQQ TR Financial Services 1,014.0 $585K 0.01% -3K -76.2% $577.18 +23.8%
193 FIVE FIVE BELOW INC Consumer Cyclical 2,536.0 $579K 0.01% -1K -32.0% $228.48 -3.8%
194 XLK SELECT SECTOR SPDR TR 4,284.0 $569K 0.01% -222.0 -4.9% $132.90 +34.4%
195 GGG GRACO INC Industrials 6,691.0 $566K 0.01% -29K -81.1% $84.65 -11.0%
196 NTAP NETAPP INC Technology 5,385.0 $551K 0.01% -2K -29.3% $102.39 +21.1%
197 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,014.0 $545K 0.01% -56K -90.3% $90.67 +3.8%
198 SNPS SYNOPSYS INC Technology 1,302.0 $516K 0.01% -47.0 -3.5% $396.48 +25.8%
199 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 45,216.0 $510K 0.01% -12K -20.8% $11.27 +17.5%
200 AIG AMERICAN INTL GROUP INC Financial Services 6,725.0 $506K 0.01% -7K -51.3% $75.25 +4.5%
Page 10 of 13  ·  247 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 11.1%
Communication Services 11.1%
Consumer Cyclical 10.2%
Healthcare 9.5%
Industrials 9.3%
Consumer Defensive 4.2%
Energy 3.8%
Utilities 2.5%
Basic Materials 1.6%